See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,808 | $171,865-47.2% | $149,718-39.3% | $147,584-38.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.48% | 2113.22%-2100.7pp | 1501.63%-1489.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $3,963 | $6,275-36.9% | $5,445-27.2% | $4,876-18.7% |
| Participant deferral / active EE | $3,337 | $7,271-54.1% | $6,569-49.2% | $5,439-38.7% |
| Admin fee / account holder | $6,634 | $13,799-51.9% | $11,283-41.2% | $10,885-39.1% |